Pre invoices

List of paragraphs:

• Pre invoices list
• Creating pre invoice
• Reviewing pre invoice
• Creating related entries
• Editing and deleting
• Pre invoice in foreign currency

Pre invoices module is for managing pre invoices. Create, send to client or convert it to invoice.

Pre invoices list

Select module Pre invoices to see pre invoices list:

Use Search or filters to find specific pre invoice/es.

Creating pre invoice

1. To create new pre invoice, select New record.

2. Fill in the information fields.

3. Add invoice items, click on the blue check mark to confirm your choices and lastly save pre invoice.

Reviewing pre invoice

To review pre invoice, press on its number.

You will see all the related information.

Click on Actions button to select the needed action:

• Record payment – status will change from unpaid to paid.
• Convert to invoice – invoice will be created with the identical information.
• Convert to purchase order - the system will lead you to purchase order creation window.

Creating related entries 

1. To create a related entry, select p review, then choose entry type, for example, Tasks, and select New Task.

2. Describe the task and save.
3. The task will be displayed both under the pre invoice as well as in the Task module.

Editing and deleting

To edit pre invoice, use Actions menu: 

In preview window you can also edit or delete pre invoice: 

Pre invoice in foreign currency

Select pre invoice creation or editing of the existing record and and pick the needed foreign currency. Select the currency date for the system to provide you with the latest currency rate.

The system will generate a PDF file with the selected currency.